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Best Financial Advisors in Kenosha

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Kenosha, WI
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Kenosha, WI

Why choose this provider?

Need help contacting a Financial Advisor in Kenosha? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
777 E Wisconsin Ave, Milwaukee, WI 53202
  • Financial Planning
  • Wealth Management

Why choose this provider?

Baird Milwaukee-Downtown provides Kenosha residents with an assortment of wealth management and financial planning services. Its advisors assess factors like clients' risk tolerance, time horizon, and financial goals like saving for their families' higher education. They use this data to implement custom investment strategies, monitoring and updating them according to changes in the client's circumstances and goals. Peter Duback, the company's managing director, previously worked in the economic analysis division of ICF Consulting and the capital markets division of E*Trade Financial.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
10411 Corporate Drive, Pleasant Prairie, WI 53158
  • Financial Planning
  • Wealth Management

Why choose this provider?

Spectrum Wealth Advisors provides a variety of financial planning services for clients in Kenosha. Its team of professionals strives to provide tailored plans for the best interests and goals of clients. In addition to wealth management and tax preparation, the firm also handles business services such as accounting, consulting, and succession planning. It was founded in 2014 by CPA Aaron Young and his father, Jamie. They have over 35 years of collective experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
836 Skokie Boulevard, Northbrook, IL 60062
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Oak Wealth Advisors provides financial planning to the Kenosha metro. The services it offers include cash flow planning, risk management, wealth transfer, compensation and benefits planning, charitable gift planning, and retirement planning. The firm follows six implementation guidelines that include reducing investment expenses, minimizing taxes and turnover, maintaining investment discipline, and thinking long-term. Michael C. Walther II, its president and managing member, is a Certified Financial Planner who founded the firm to provide independent planning to families with members with special needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
431 Geneva National Ave. South, Lake Geneva, WI 53147
  • Certified Financial Planner (CFP)

Why choose this provider?

FORM Wealth Advisors is a financial planning firm that has been serving Kenosha and the surrounding areas since 2001. Its life services implement and coordinate financial planning points for seven different areas, including lifestyle, insurance, money, investments, taxes, retirement, and estate. It also provides life formation services, which include insurance solutions, investment strategies, and retirement planning. FORM Wealth Advisors was named in Forbes' 2021 Best-In-State Wealth Advisors for Wisconsin and Barron's 2021 Top 1,200 Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2315 – 30th Avenue, Kenosha, WI 53144
  • Finance Planning

Why choose this provider?

The Schaeffer Financial Group, LLC, helps individuals stretch their household income, plan for retirement, and save for their children's college. With the motto “We’re There When Life Happens,” the Kenosha firm works with its clients in creating investment and insurance plans that cover unexpected life events and secure a future for their families. Gregory Schaeffer has been in the finance industry since 1974. His clientele includes retirees, pre-retirees, and business owners. Schaeffer is a life and qualifying member of the Million Dollar Round Table.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Kenosha, WI
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Hilltop Financial Advisors is an investment management adviser serving clients in the Kenosha metro. It assists individuals and families in achieving financial goals by creating strategies in financial and retirement planning and investment management. It also provides advisory services for student loan repayment options, setting up a monthly budget, 401(k) analysis, and college savings planning. Owner Erik Kroll is a Certified Financial Planner. He is also a member of the National Association of Personal Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
517 East Walworth Avenue, Delavan, WI 53115
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Advisors Inc. serves people throughout Kenosha. It offers financial planning, business services, and tax and accounting assistance. The company was established in 1983 by Irene Vilona-LaBonne, who completed her financial planning course and certification in 1986. She holds multiple licenses, including security licenses Series 7 and 63, along with life, health, disability, and long-term care licenses. Her son, Scott Vilona, joined the firm in 2008 as its in-house CPA. Scott holds a master's degree in business administration and is a member of the AICPA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (23)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6123 Green Bay Rd Ste 260, Kenosha, WI 53142
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2005, Jordan Financial Life Planning provides investment advisory services, including portfolio management, to clients in Kenosha. The company helps clients design a financial framework suitable for their life circumstances and future financial goals. David Jordan, founder, and financial planner, assists clients in cash flow management, insurance analysis, college education planning, retirement accumulation and distribution, and estate planning. He is a member of the Financial Planning Association and has 24 years of financial services experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Facebook
5.0 / 5 (8)
Google
3.3 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the benefits of opting for a biweekly mortgage in Kenosha?

    Paying your mortgage in advance or opting for biweekly payments can lower your long-term interest costs in Kenosha. Biweekly mortgages involve paying half of your regular monthly amount every two weeks, not the full sum once a month. For instance, the biweekly payment would be $500 every two weeks if your monthly mortgage payment is $1,000. Adhering to the biweekly schedule results in an additional monthly payment per year, reducing interest paid by applying payments to the principal debt more regularly.

  • What are the eligibility requirements in Kenosha for a simplified employee pension plan?

    Employees in Kenosha who make at least $750 (in 2023) each year (adjusted for inflation), are at least 21 years old, and have worked for the employer for three of the five years before the contribution year are eligible to participate in SEP. Employers may choose less stringent eligibility requirements, but they must be applied equally to all workers.

  • What is the taxation method applied to annuities in Kenosha?

    In Kenosha, qualified annuities obtained through retirement plans or IRAs are fully taxed at ordinary income rates without additional tax advantages. Annuities purchased with after-tax money are taxed only on the earnings when withdrawn. A Last In, First Out (LIFO) basis is used to tax non-qualified annuities purchased after August 13, 1982. The first amount taken out during withdrawals is the accumulated interest, which is subject to ordinary income tax. Once the interest is paid, the initial investment amount is distributed tax-free.

  • What happens to your Health Savings Account in Kenosha upon your demise?

    When you open your HSA in Kenosha, you will designate a beneficiary. The account will immediately convert to your spouse's HSA if he or she is listed as the beneficiary. However, if the beneficiary is someone other than your spouse, the account will no longer be considered an HSA from the date of your passing. In the absence of a beneficiary designation, the money in your HSA will be directed to your estate.

  • What are the various savings account options available in Kenosha?

    Various savings account options are available in Kenosha, including:

    • Money market accounts: These are federally insured with potentially higher interest rates. Money market accounts offer easy accessibility to funds.
    • Traditional savings accounts: These accounts, offered by banks and credit unions, pay interest or dividends based on the balance. For traditional savings, the type of account and the financial institution have an impact on interest rates.
    • Certificates of Deposit: These are optimal for the highest interest rates, but your money is locked away for a specified period after depositing.
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.